Latest Institutional Transactions on Bristol Myers Squibb CO (BMY)
This table provides information on the latest institutional transactions involving Bristol Myers Squibb CO (BMY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-823- 20.28% |
$56.4K - $66.7K
|
3.24K
$181K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
178+ 4.4% |
$12.2K - $14.4K
|
4.23K
$236K
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-883- 23.76% |
$60.5K - $71.6K
|
2.83K
$158K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-770- 1.6% |
$52.7K - $62.4K
|
47.5K
$2.65M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-75- 2.54% |
$5.14K - $6.08K
|
2.87K
$160K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.12KNew |
$419K - $496K
|
6.12K
$342K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-1.04K- 9.16% |
$70.9K - $83.9K
|
10.3K
$573K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.02K- 2.94% |
$70.1K - $83K
|
33.8K
$1.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
550New |
$37.7K - $44.6K
|
550
$30.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.56KNew |
$381K - $451K
|
5.56K
$310K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
104New |
$7.12K - $8.43K
|
104
$5.81K
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
227+ 7.97% |
$15.5K - $18.4K
|
3.08K
$172K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
57+ 0.78% |
$3.9K - $4.62K
|
7.41K
$413K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-4.22K- 32.5% |
$289K - $342K
|
8.77K
$489K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
539+ 9.89% |
$36.9K - $43.7K
|
5.99K
$334K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$192K - $227K
|
2.8K
$156K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.08KNew |
$211K - $249K
|
3.08K
$172K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-100- 10.53% |
$6.85K - $8.11K
|
850
$47.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.2KNew |
$82.2K - $97.3K
|
1.2K
$67K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
300+ 5.26% |
$20.5K - $24.3K
|
6K
$335K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-106- 0.72% |
$7.26K - $8.6K
|
14.7K
$821K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
200New |
$13.7K - $16.2K
|
200
$11.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.82KNew |
$193K - $229K
|
2.82K
$158K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
4.87KNew |
$334K - $395K
|
4.87K
$272K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.85K- 2.92% |
$195K - $231K
|
94.9K
$5.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-350- 1.35% |
$24K - $28.4K
|
25.5K
$1.42M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
480New |
$32.9K - $38.9K
|
480
$26.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
4+ 0.7% |
$274 - $324
|
575
$32.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
791New |
$54.2K - $64.1K
|
791
$44.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.92KNew |
$131K - $155K
|
1.92K
$107K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$73.5K - $87.1K
|
1.07K
$60K
|
|
|
Jan 09, 2023
Q4 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
2.95KNew |
$202K - $239K
|
2.95K
$165K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-791Closed |
$103 - $60.8K
|
0
$0
|
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.6KClosed |
$338 - $200K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
10K+ 10.49% |
$1.3K - $768K
|
105K
$5.88M
|
|
|
Sep 18, 2023
Q3 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-22.9K- 81.51% |
$2.98K - $1.76M
|
5.2K
$290K
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.76KClosed |
$359 - $212K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-847Closed |
$110 - $65.1K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-19.3K- 2.99% |
$2.51K - $1.48M
|
627K
$35M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
6.66KNew |
$865 - $511K
|
6.66K
$372K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-482- 2.93% |
$62.7 - $37K
|
16K
$892K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
33New |
$4.29 - $2.54K
|
33
$1.84K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
311+ 10.64% |
$40.4 - $23.9K
|
3.23K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.22K- 10.45% |
$419 - $248K
|
27.6K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-220- 0.87% |
$28.6 - $16.9K
|
25.1K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-50- 0.52% |
$6.5 - $3.84K
|
9.54K
$533K
|
|
|
Nov 14, 2022
Q3 2022
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
287+ 9.03% |
$37.3 - $22.1K
|
3.47K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
4.5K+ 25.86% |
$585 - $346K
|
21.9K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.33K- 97.2% |
$302 - $179K
|
67
$3.74K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-285- 0.54% |
$37.1 - $21.9K
|
52.8K
$2.95M
|
|